+17%
sales conversion
Valta Pet Products case. Growth came from lead qualification and predictive scoring.
Primary productPopular
BPMSoft Sales Management
A CRM system that brings lead and order management into one clear process—from the first contact to repeat sales. Built on the Russian low-code BPMSoft platform.
#sales#leads#crm
- Coverage
- Leads, deals, orders and repeat sales
- Platform
- Russian BPMSoft low-code platform
- Deployment
- Cloud or on-premises
- Licensing
- From ₽1,540 per user per month (VAT excluded)
/ Interface and video
5 materials/ The cost of working without one CRM
Without a manageable pipeline, the business loses money in every deal
Manual tables, scattered accounts and monthly Excel reports are not a working system; they are accumulated sales debt. The figures below come from real BPMSoft implementation cases.
Based on BPMSoft implementation data, a typical company before the project loses up to 30% of leads between marketing and sales, manages a one-to-three-month deal cycle manually and prepares reports after the fact. After implementation, the same teams achieve 15–17% higher conversion, much faster order processing and real revenue forecasts based on historical data rather than a manager’s opinion.
Violation scope
Before May 30, 2025
From May 30, 2025
Pipeline visibility
One Excel report per month
Real-time dashboards by stage and manager
Deal forecast
Manager expert opinion
Predictive scoring based on historical data
Lead assignment
Manual, in turn or by personal choice
Automatic routing by rules and workload
Customer-database duplicates
Up to 20% duplicates with manual entry
Automatic deduplication when a profile is created
Lead-to-payment cycle
One to three months plus manual status control
Managed stages with automatic transitions and SLA
Lost leads between marketing and sales
Up to 30% with manual handover
Under 5% with configured routing
Process adaptation to business change
An IT ticket and weeks of development
Low-code setup by a business analyst in days
— Main point —
The result of BPMSoft Sales does not come from software alone. It comes from leads no longer being lost, orders no longer getting stuck in email, and leaders no longer receiving reports a month late. This is not just a new CRM; it is a manageable pipeline as an operating habit for the team.
+40%
order-processing speed
GardaTrans case. The result of automating approvals and linking to the product catalogue.
+15%
lead-to-sales conversion
Askona case. The effect of segmentation, personal communication and pipeline control.
×5
faster business processes
VOLMA case. Low-code moved manual procedures into manageable workflows.
/ Where sales are lost
Three common gaps where money disappears
BPMSoft Sales closes three classic gaps where a typical company loses leads, orders and repeat sales, even when every employee works responsibly.
01Marketing ↔ Sales
Leads are lost between marketing and sales
Marketing brings leads through forms, campaigns and advertising. Sales receive some of them manually or late. The source is lost, scoring is not passed on and no follow-up happens. Up to 30% of the marketing budget is wasted.
— Practice example —
A common B2B and retail pattern
Marketing meets its quarterly lead plan and sales meets its revenue plan. Yet reconciliation shows that 30% of leads received no call because managers were busy and routing followed the rule that whoever is free takes it. Askona closed this gap and gained 15% higher conversion.
How BPMSoft Sales Management closes it
- 01Automatic lead routing by workload
- 02region
- 03product and segment
- 04with no manual assignment.Predictive scoring sets priority before a manager sees the profile
- 05cold leads enter nurture journeys.Source
- 06campaign and UTM remain in the profile
- 07so marketing sees real revenue attribution
- 08not guesses.
02Deal ↔ Order
A deal is closed, but the order is assembled manually
A manager agrees a price and specification with the customer. Then manual work begins: create the order in the accounting system, coordinate with the warehouse, prepare documents and track shipment. Failures and delays at this stage undo sales work.
— Practice example —
GardaTrans case: 40% faster processing
Before implementation, the route from a confirmed deal to shipment passed through four or five systems and email. Managers spent 30–60% of their time on paperwork instead of new deals. Once deals, orders, documents and warehouse were linked in one environment, processing became 40% faster and managers had more time for customers.
How BPMSoft Sales Management closes it
- 01An order is created directly from a won deal
- 02using products
- 03prices and terms from the catalogue.Documents
- 04approvals and deadline control are built into the workflow
- 05without manual forwarding or Excel reconciliation.Links to the product catalogue
- 06warehouse and prices remove specification errors and manual invoice corrections.
03Manager ↔ Leader
Leaders see the real picture too late
The pipeline lives in the manager's head and Excel sheet. Leaders collect data in weekly meetings and a summary report. When a problem is visible, the stage is already lost and corrective action is two to four weeks late.
— Practice example —
A common mid-sized and large business pattern
A sales director learns about lower conversion at the approval stage only at the monthly meeting. By then, more than 20 deals worth ₽50–100 million are stuck, and some customers have moved to competitors. Real-time dashboards remove this gap completely.
How BPMSoft Sales Management closes it
- 01Dashboards by stage
- 02manager and product update in real time
- 03not weekly.KPI triggers notify leaders at the moment an exception happens
- 04not a month later.Process heat maps show exactly where deals slow down and which managers are overloaded.
/ What the solution does
Manage the pipeline, team and orders in one environment
Four functional blocks that create the full commercial cycle, from first contact to repeat sale.
01
Lead management and qualification
Registration from every channel, automatic deduplication, predictive quality scoring and routing by workload and segment.
02
Deal pipeline and forecast
Managed stages with automatic transitions, probability and amount forecasts from historical data, real-time conversion control and bottleneck heat maps.
03
Orders and documents
Orders from deals, Excel or manual entry. Links to the product catalogue, prices and warehouse. Approvals, deadlines and fulfilment control are built into the workflow.
04
360° customer profile and analytics
One interaction history: communications, deals, orders and requests. Ready reports on pipeline, conversion, behaviour and manager performance.
/ How it works
Managers work in one window, without switching between systems
This is a typical day for a sales team after BPMSoft Sales is launched.
01
A lead arrives and is qualified
From a form, call, campaign or import. Scoring and deduplication happen automatically before a manager sees it.
02
Route by rules
The lead goes to the right manager by region, product, workload or segment, with no manual assignment or losses.
03
Manage the deal in the pipeline
Managers see tips, forecasts and history-based recommendations. All communications and documents are in one profile.
04
Close and create an order
A won deal automatically creates an order with products, prices and documents. The next step is fulfilment control.
/ Why implement it
Ten clear results for the sales team and business
Not features, but measurable outcomes for sales teams, leaders and customers after BPMSoft Sales is launched in production.
01 / 04
3 resultsPipeline control
01
A transparent pipeline by stage
Real-time visibility for every stage, manager and product. Leaders see the real picture, not a monthly summary.
02
A data-based revenue forecast
Predictive scoring and deal-value estimates based on historical closures, not a manager's opinion.
03
Automatic lead routing
Leads reach the right manager in minutes by workload, region, product and segment, with no manual assignment.
02 / 04
3 resultsSpeed and automation
04
A shorter deal cycle
Automatic stage changes, document automation and links to the catalogue and warehouse remove manual pauses between steps.
05
Faster order processing
Create orders from deals with products and terms filled in. GardaTrans achieved 40% faster processing.
06
More manager time
Up to 30–60% of time once spent on paperwork returns to customer work and new deals.
03 / 04
2 resultsAnalytics and forecast
07
Revenue attribution down to source
Source, campaign and UTM remain in the profile. Marketing and sales see real ROI, not assumptions.
08
Bottleneck heat maps
Visual process analysis reveals the exact stages where deals slow down and who is overloaded.
04 / 04
2 resultsTeam and adaptation
09
360° customer profile
One interaction history: communications, deals, orders and requests. Managers keep context when handing over a customer.
10
Low-code process adaptation
Business analysts configure changes to pipeline, roles and procedures without development involvement.
/ Where to use it
For all four sales models, without a separate system for each
BPMSoft Sales supports core commercial models. Start with one area where the most revenue is being lost.
01
Long B2B sales
Cycles from three months. Manage opportunity, tactics, meetings and approvals. A mobile app is available for field managers.
02
Short retail sales
Customer-database management, upsell and cross-sell, and tracking from request to payment. Customer-experience tools are included.
03
Field sales
Meeting schedules, a mobile app and controlled execution of visits and orders at outlets.
04
Partner sales (PRM)
A partner portal, joint work on leads and marketing, and sales control through dealers and integrators.
How the first stage starts
- 01
Choose an area
Long B2B, short-cycle, field or partner sales: choose the area with the greatest gap and clearest effect.
- 02
Set up the pipeline and roles
Stages, KPIs, routing rules, roles and access rights, matched to the team procedure.
- 03
Connect lead sources
Forms, calls, campaigns, imports and partner channels. Set up deduplication and scoring.
- 04
Launch leader dashboards
Real-time pipeline visibility, KPI triggers and bottleneck heat maps. Data-driven management from the first week.
/ Architecture and platform
On the same low-code platform as the whole BPMSoft product range
BPMSoft Sales runs on one Russian low-code platform. It shares integration principles, a role model, a process designer and an extension store with every other BPMSoft solution.
01
Russian software register and import substitution
Included in the unified register of Russian software. Fully meets import-substitution requirements for regulated industries.
02
Cloud or on-premises
Deploy in the vendor cloud, your own infrastructure or a hybrid model to meet information-security and architecture requirements.
03
Open API and integrations
REST API and ready connectors for DaData, telephony, messengers and marketplaces. Integrate accounting systems, websites and warehouses without shadow ETL.
04
Microservice architecture
A high-load, fault-tolerant IT system that scales by workload without rewriting applications.
05
iOS and Android mobile app
Field managers work offline with synchronisation. Available in the App Store, Google Play and AppGallery.
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/ Scenarios
What the solution closes in the working environment
Each scenario is a working environment where the solution delivers measurable value.
— Scenario 01 —
Lead management
Registration, qualification, deduplication and predictive scoring without manual tagging or source loss.
— Scenario 02 —
Pipeline and deals
One environment from first contact to closure, with probability and amount forecasts based on historical data.
— Scenario 03 —
Orders and documents
Create orders from deals or Excel, approve them, control fulfilment and link them to the product catalogue.
— Scenario 04 —
360° customer profile
One interaction history: communications, deals, orders, requests and behaviour.
— Scenario 05 —
Field and partner sales
A mobile app for field managers, a partner portal and collaborative lead work.
/ Related materials
What often goes together
3 materials
Solution
BPMSoft Service Management
An omnichannel customer service platform: requests from every channel, SLA control, a self-service portal and an AI assistant in one operator workspace. Built on the Russian low-code BPMSoft platform.
Сервис
Solution
BPMSoft Marketing Management
A marketing automation platform for campaigns, email, omnichannel customer-journey scenarios, loyalty and end-to-end analytics—from first contact to revenue. Built on the Russian low-code BPMSoft platform.
Маркетинг
Solution
BPMSoft Studio
A low-code platform for designing business applications, interfaces and processes without extensive manual coding. One environment for business analysts, developers and architects.
Low-code
Ready to see BPMSoft Sales Management on your data?
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